Heart

Unfortunately, this job is not active.

Related vacancies

No related vacancies at the moment

Trainee Wealth Manager in Sheffield

Trainee Wealth Manager

4 - 40 hours per week

Job description

Our client are a highly reputable Wealth Management firm based north of Sheffield. With specialist expertise within discretionary investment management and independent financial advise, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service.

The Opportunity

During a period of key expansion, a position has arisen for a graduate to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment with a great office atmosphere, where progression is strongly supported.
Role will include:

    • Attending Investment Committee Meetings and discussing matters with the Investment Director.

    • Manage the Investment Process on an ongoing basis

    • Fund research

    • Work towards CISI diploma.

    • Run cashflow modelling reports

    • Conduct performance and research analysis for paraplanners and advisers

    • Assist in preparation of annual CGT reports

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have

  • Level 4 Diploma qualified or working towards this is desirable/ or relevant Industry experience
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Good Pensions & Investments product knowledge

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Extra information

Status
Closed
Education Level
Other
Location
Sheffield
Working hours per week
4 - 40
Type of Contract
Full Time Jobs
Profession type
Training
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Sheffield | Training Jobs | Full Time Jobs | Other